Goldstone Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Goldstone Financial Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.22M	Sell	56,396 -2,355	-4%	-$248K	0.57%	47
2026 Q1	$5.71M	Sell	58,751 -35,451	-38%	-$3.54M	0.62%	44
2025 Q4	$9.07M	Buy	94,202 +660	+0.7%	+$63.5K	1.01%	31
2025 Q3	$9.03M	Buy	93,542 +2,558	+3%	+$242K	1.07%	29
2025 Q2	$8.53M	Sell	90,984 -1,066	-1%	-$92.1K	1.13%	27
2025 Q1	$7.83M	Sell	92,050 -6,046	-6%	-$539K	1.19%	26
2024 Q4	$8.67M	Buy	98,096 +16,581	+20%	+$1.5M	1.36%	23
2024 Q3	$7.18M	Buy	81,515 +12,120	+17%	+$1.02M	1.25%	24
2024 Q2	$5.63M	Buy	69,395 +10,797	+18%	+$879K	1.13%	24
2024 Q1	$4.93M	Buy	58,598 +12,600	+27%	+$998K	1.13%	24
2023 Q4	$3.58M	Buy	45,998 +12,863	+39%	+$914K	0.92%	28
2023 Q3	$2.29M	Buy	33,135 +2,860	+9%	+$209K	0.68%	34
2023 Q2	$2.21M	Buy	30,275 +8,316	+38%	+$578K	0.65%	33
2023 Q1	$1.54M	Buy	+21,959	New	+$1.55M	0.51%	38

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldstone Financial Group's IWR Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4% in Q2 2026, selling an estimated $248K and leaving 56,396 shares worth $6.22M. The position accounts for 0.57% of the portfolio, ranked #47.

Goldstone Financial Group first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.07M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Goldstone Financial Group held 56,396 shares of iShares Russell Mid-Cap ETF worth $6.22M as of Q2 2026.
Goldstone Financial Group sold 2,355 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $248K.
iShares Russell Mid-Cap ETF made up 0.57% of Goldstone Financial Group's portfolio in Q2 2026, its #47 holding.
Goldstone Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares Russell Mid-Cap ETF position peaked at $9.07M in Q4 2025.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.